Purchases and Sales Made in Q1 2024 in Wisdomtree U.S. Smallcap Fund (EES)
This table provides information about the institutional ownership of Wisdomtree U.S. Smallcap Fund (EES) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE U.S. SMALLCAP FUND .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
384KNew |
$17.8M - $19.2M
|
384K
$20.8M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
92.6K+ 11.36% |
$4.3M - $4.64M
|
908K
$49.3M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
72.6K+ 170.17% |
$3.37M - $3.64M
|
115K
$6.26M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
47.1K+ 120.6% |
$2.18M - $2.36M
|
86.1K
$4.67M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.5K+ 8.65% |
$1.92M - $2.08M
|
521K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
41KNew |
$1.9M - $2.06M
|
41K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
39.8KNew |
$1.85M - $1.99M
|
39.8K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37.3K+ 276.6% |
$1.73M - $1.87M
|
50.8K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.5K+ 43.38% |
$1.46M - $1.58M
|
104K
$5.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
29.7K+ 28.41% |
$1.38M - $1.49M
|
134K
$7.28M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.2K+ 3.26% |
$1.17M - $1.26M
|
797K
$43.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.5K+ 3.25% |
$765K - $826K
|
523K
$28.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.8K+ 6.33% |
$503K - $543K
|
182K
$9.87M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.69K+ 1.08% |
$450K - $486K
|
908K
$49.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.69K+ 1.08% |
$450K - $486K
|
908K
$49.3M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
6.06KNew |
$281K - $303K
|
6.06K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.23KNew |
$243K - $262K
|
5.23K
$284K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.21KNew |
$242K - $261K
|
5.21K
$283K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
4.81K+ 31.42% |
$223K - $241K
|
20.1K
$1.09M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
3.17K+ 69.8% |
$147K - $159K
|
7.71K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3K+ 1.53% |
$139K - $150K
|
200K
$10.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.52K+ 54.6% |
$117K - $126K
|
7.14K
$388K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.27K+ 5.84% |
$105K - $114K
|
41.1K
$2.23M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.25K+ 34.27% |
$104K - $113K
|
8.8K
$478K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.9K+ 22.62% |
$88.2K - $95.2K
|
10.3K
$559K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.87KNew |
$86.7K - $93.6K
|
1.87K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.82K+ 9.37% |
$84.3K - $91K
|
21.2K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.22K+ 6.29% |
$56.6K - $61.1K
|
20.6K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.21K+ 2.87% |
$56.3K - $60.8K
|
43.5K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
1.14K+ 786.9% |
$53K - $57.2K
|
1.29K
$69.8K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.14K+ 2.75% |
$52.8K - $57K
|
42.6K
$2.31M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.13K+ 8.65% |
$52.6K - $56.8K
|
14.2K
$773K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.02K+ 0.76% |
$47.1K - $50.9K
|
135K
$7.34M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
918+ 72.28% |
$42.6K - $46K
|
2.19K
$119K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
641+ 4.38% |
$29.7K - $32.1K
|
15.3K
$829K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
632+ 4.53% |
$29.3K - $31.7K
|
14.6K
$792K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
539+ 5.31% |
$25K - $27K
|
10.7K
$580K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
453New |
$21K - $22.7K
|
453
$24.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
422+ 6.19% |
$19.6K - $21.2K
|
7.24K
$393K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
400+ 2.76% |
$18.6K - $20K
|
14.9K
$809K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
399+ 14.85% |
$18.5K - $20K
|
3.09K
$167K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
389+ 5.1% |
$18.1K - $19.5K
|
8.01K
$435K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
364+ 9.01% |
$16.9K - $18.2K
|
4.41K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
170+ 5.16% |
$7.89K - $8.52K
|
3.47K
$188K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
163New |
$7.56K - $8.17K
|
163
$8.85K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
149+ 2.79% |
$6.92K - $7.47K
|
5.49K
$298K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
125+ 0.45% |
$5.8K - $6.27K
|
27.8K
$1.51M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
53New |
$2.46K - $2.66K
|
53
$2.88K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
26+ 0.29% |
$1.21K - $1.3K
|
8.97K
$487K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
25New |
$1.16K - $1.25K
|
25
$1.36K
|